Elm Partners Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$247K Buy
+638
New +$237K 0.01% 148
2026
Q1
Sell
-637
Closed -$223K 159
2025
Q4
$223K Hold
637
0.01% 149
2025
Q3
$206K Buy
+637
New +$198K 0.01% 144

Other funds holding ELV

Elm Partners Management's ELV Position: Q2 2026 in Review

Elm Partners Management opened a new position in Elevance Health (ELV) in Q2 2026: 638 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings. This is a return to the name: Elm Partners Management previously reported a position in ELV as recently as Q4 2025.

Elm Partners Management first reported a position in ELV in Q3 2025 and has held it in 3 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Elm Partners Management held 638 shares of Elevance Health worth $247K as of Q2 2026.
  • Elevance Health was a new Elm Partners Management position in Q2 2026.
  • Elevance Health made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #148 holding.
  • Elm Partners Management first reported a position in Elevance Health in Q3 2025 and has held it in 3 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.